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Retirement Plan Peer Review and Technical Specialist

ERISA Services, Inc.

(Remote)

We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work in 2020, 2021, 2022, 2023 and 2024 by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest day's work.

We are currently seeking a Retirement Plan Peer Review and Technical Specialist to join our Team.

Position summary:

The ERISA Retirement Plan Peer Review and Technical Specialist will work with Plan Administrators and other ERISA team members to ensure that ERISA’s client retirement plans are maintained according to their plan design and in compliance with ERISA Laws.

General purpose:

Review valuations and projects completed by the administrators for accuracy as well as compliance with ERISA Laws and client plan design. 

Role qualifications:                                   

• Working knowledge as a Third-Party Administrator for multiple clients that sponsor the following plan types: 401(k), 403(b), 457, Cash Balance, Profit Sharing and Money Purchase Plans.
• Working knowledge of ERISA and related DOL rulings.
• 5-7 Years of working experience in reviewing retirement plans for compliance with the Department of Labor laws and Internal Revenue Service, or extensive A-Z plan administration and plan design experience.
• Must possess analytical skills with the ability to work independently, proactively and with a sense of urgency.
• Effective written and verbal communication and follow through skills.
• Ability to work with minimal supervision and must be a strong team player across all teams.
• Willingness to be flexible related to internal and external deadlines and/or Team Member requests for support.
• Presents outstanding organization and prioritization skills.
• Must possess a strong work ethic and the ability to maintain a professional demeanor, particularly in stressful situations.            
• Must be able to effectively multi-task, work extended hours as needed, and prioritize to meet critical regulatory deadlines and achieve management’s strategic objectives. 
• Working knowledge of Microsoft Office.

Position responsibilities:

• Provide consulting and research related to ERISA compliance matters as requested by team members and clients.
• Review valuations, administration projects, testing and calculations completed by administration team for accuracy and compliance.
• Respond to Quality Assurance technical question inbox.
• Provide backup support assistance with maintenance of plan documents including, but not limited to, review of amendments, takeover and start-up documents and assistance with restatement processes.
• Proactively communicate with Plan Administrators, Relationship Managers, New Business and Management to provide training on maintaining ERISA-compliant, client retirement plans.
• Interpretation, and implementation of procedures related to necessary compliance changes after new legislation is enacted.

Essential skills and experience:

• Advanced knowledge of ERISA and related DOL rulings.
• Proficient in Microsoft Excel, Word and Outlook.
• Time management: the ability to organize and manage multiple priorities.
• Excellent interpersonal and communication skills.
• Ability to be internal and external client facing for conference calls and video conferences.
• Strong team player.
• Commitment to company values.

Valued but not required skills and experience:

• Prior experience using Pension Pal or other industry related CRM system.
• Prior experience using FT Williams software modules including Form 5500, documents, and compliance.
• BA Degree in Business.

Reporting to this position: 

No direct reports.

Physical demands and work environment: 

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical demands: While performing duties of job, employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; balance; stoop; talk or hear.  Employee must occasionally lift and/or move up to 5 pounds.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
• Work environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time.  The noise level in the work environment is usually minimal.

Security Compliance Statement:

ERISA Services, Inc. Management has established, implemented, and maintains an ongoing Information Security Awareness Program in order to protect all Team Members, information technology assets, and our clients, suppliers, and shareholders.  The purpose of this program is to inform, educate, and motivate Team Members regarding information security, and specifically in the areas of maintaining confidentiality, integrity, and availability of the company’s data.  ERISA Services is committed to protecting the Personally Identifiable Information that is entrusted to us, and to keeping our systems and procedures up to date and in compliance with industry best standards.

Equal Opportunity Statement: 

ERISA is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: ERISA is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at ERISA are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. ERISA will not tolerate discrimination or harassment based on any of these characteristics. ERISA encourages applicants of all ages.

How to Apply

ERISA Services has a robust benefits offering.  BCBSTN - Medical, Dental and Vision, Short, Long and Life with Unum, Identity Theft, AFLAC, 529 College savings fund, and of course participation in our 401K plan.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

Apply Now

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